Upload Documents to Document Module

Guide to Uploading Documents in Plexa Document Module

Effortlessly manage your documents with this guide on uploading files to the Plexa Document Module. Navigate the dashboard and finalize details efficiently to enhance management, save time, and reduce errors.

Step By Step Guide

1. Click "Documents" on the Plexa Dashboard

2. Click the "folder" you wish to upload to eg Architectural

3. Click "UPLOAD FILES"

4. Use the "Drag and drop or Browse" option to add documents. Or When your files have successfully uploaded, click close

5. The project Code will be pre-filled based on the document naming convention

6. The Org Code will be pre-filled based on your Organisation

7. The "Discipline" can be selected from a dropdown or you can search

8. Select a "Document Type" from the drop down

9. Complete the "Document name" field

10. Complete the "Document Number" field

11. Select a "Status" from the Dropdown

12. Click "Save"

Video Tutorial

For a visual guide, watch the video tutorial below